Integrate QuickBooks with Zoho Connect

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Create a task in Zoho Connect each time a new order is made in QuickBooks

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Zoho Connect whenever a new order is placed in QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
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Create a task in Zoho Connect each time a new order is made in QuickBooks

QuickBooks + Zoho Connect

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Supported triggers and actions

Integrate QuickBooks and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer updated

Triggers when any detail of an existing customer is updated

Service item created

Triggers when a new service item is created

Vendor created

Triggers when a new vendor is created

Customer created

Triggers when a new customer is created

Non-inventory item created

Triggers when a non-inventory item is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Service item updated

Triggers when any detail of an existing service item is updated

Account created

Triggers when a new account is created

Payment received

Triggers when a payment is received

Estimate updated

Triggers when an estimate is updated

Invoice created

Triggers when a new invoice is created

Deposit added

Triggers when a new deposit is added

Vendor updated

Triggers when the details of an existing vendor are updated

Purchase order created

Triggers when a new purchase order is created

Account updated

Triggers when an account is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Bill created

Triggers when a bill is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Credit memo updated

Triggers when the details of an existing credit memo are updated

Estimate created

Triggers when a new estimate is created

Sales receipt created

Triggers when a new sales receipt is created

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Credit memo created

Triggers when a credit memo is created

Inventory item created

Triggers when an inventory item is created

Task status updated

Triggers when a task status is updated in the selected board

Group member added

Triggers when a new member is added to the selected group

Task created

Triggers when a new task is created

Conversation posted

Triggers when a new conversation is posted

Network member added

Triggers when a new member is added to the selected network

User name mentioned

Triggers when your user name is mentioned

Poll started

Triggers when a new poll is started in the selected group

New board

Triggers when a new board is created

Task completed

Triggers when a task is completed in the selected board

Announcement created

Triggers when a new announcement is created in the selected group

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create bill - Item based

Creates a new item-based bill

Create deposit

Creates a new deposit

Create inventory item

Creates a new inventory item

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Create payment record

Creates a new payment record

Create service item

Creates a new service item

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create credit memo

Creates a new credit memo

Create sales receipt

Creates a new sales receipt

Create account

Creates a new account

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create invoice

Creates a new invoice

Update item status

Updates the status of the specified item

Update customer

Updates the details of an existing customer

Update invoice

Updates the details of an invoice by ID

Update account

Updates the details of an existing account using account ID

Update estimate

Updates the estimate by ID

Send estimate

Sends an existing estimate

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch payment method

Fetches a payment method based on its name

Fetch customer type

Fetches the details of a customer type by its name

Fetch account

Fetches an account by name

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Send invoice

Sends an invoice to the specified email address

Fetch sales term

Fetches the details of a sales term based on its name

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch invoice

Fetches the details of an existing invoice by number

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch item

Fetches the details of an existing item by name

Fetch category

Fetches the details of an existing category by name

Create private event

Creates a new private event

Add member to group

Adds a member to the selected group

Create group

Creates a new group in the selected network

Add member to board

Adds a member to the selected board

Create conversation

Creates a new conversation in the selected group

Create group event

Creates a new group event

Create task in section

Creates a new task in the selected section

Invite user

Invites a user to the selected network

Create private task

Creates a new private task

Create checklist

Creates a checklist for the specified task

Add comment in post

Adds a comment in the specified post

Create forum post

Creates a new forum post

Create board

Creates a new board

Add comment in task

Adds a comment in the specified task

Create board from board template

Creates a new board from an existing saved template

Archive board

Archives the selected board

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Unarchive board

Unarchives the selected board

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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